Documentation

DocVanta transforms how you share and track documents. Whether you're closing deals, sharing proposals, or distributing important files, our platform provides the tools you need to understand engagement, capture leads, and maintain security.

This documentation will guide you through all the features and help you get the most out of DocVanta.

1. Create Your Account Sign up for a free account at DocVanta. You'll get access to core features including document sharing, basic analytics, and secure links.

2. Upload Your First Document Navigate to the Documents section and click "Upload." DocVanta supports PDF, Word, PowerPoint, and other common formats. We automatically convert your files for optimal viewing.

3. Create a Shareable Link Once uploaded, create a secure link for your document. You can customize settings like password protection, email capture, download permissions, and expiration dates.

4. Share and Track Share your link via email or any platform. DocVanta tracks every view, showing you who viewed your document, for how long, and which pages they engaged with most.

Document Sharing Create secure, trackable links for any document. Control access with passwords, email gates, and expiration dates. Enable or disable downloading and copying.

Real-Time Analytics See exactly how recipients engage with your documents. Track page-by-page time spent, completion rates, and engagement patterns. Get notified instantly when someone views your document.

Lead Capture Require email addresses before viewing. Build your prospect list automatically while sharing content. Integrate with your CRM to sync leads seamlessly.

AI Document Assistant Empower viewers to ask questions about your documents. Our AI understands your content and provides instant, accurate answers—keeping prospects engaged and informed.

Spaces Create branded content hubs for clients or projects. Organize multiple documents in one shareable space with custom branding and controlled access.

E-Signatures Collect legally binding signatures directly within DocVanta. Add signature fields, track signing status, and receive signed copies automatically.

DocVanta provides comprehensive analytics to help you understand document engagement:

Viewer Information

• Email address (when required)
• Geographic location
• Device and browser
• View timestamp and duration

Engagement Metrics

• Total time spent on document
• Page-by-page view time
• Completion percentage
• Return visits and frequency

Document Performance

• Total unique viewers
• Most-viewed pages
• Average engagement time
• Link performance comparison

Notifications Receive real-time alerts when documents are viewed. Configure notification preferences for email, in-app, or both.

DocVanta takes security seriously. Here's how we protect your documents:

Access Control

• Password-protected links
• Email verification requirements
• Link expiration dates
• View limits per link

Document Protection

• Disable downloads to prevent unauthorized copies
• Prevent text copying
• Dynamic watermarking with viewer information
• Secure cloud storage with encryption

Compliance

• SOC 2 Type II certified infrastructure
• GDPR compliant data handling
• HIPAA-ready for healthcare documents
• Enterprise-grade encryption at rest and in transit

Connect DocVanta with your existing tools:

CRM Integrations Sync leads and engagement data with Salesforce, HubSpot, and other popular CRMs. See document views directly in your CRM contact records.

Slack & Teams Receive real-time notifications in your team channels when documents are viewed or signed.

Zapier Connect to 5,000+ apps through Zapier. Automate workflows based on document events.

API Access Build custom integrations with our REST API. Programmatically manage documents, links, and retrieve analytics data.

Our AI-powered assistant helps viewers get answers instantly:

How It Works

1. Upload a document—AI automatically processes and understands the content
2. Enable AI Assistant on your shareable links
3. Viewers can ask questions in natural language
4. AI provides accurate answers with page references

Customization

• Add custom instructions to guide AI responses
• Set response tone and style
• Define topics to include or exclude
• Review AI interaction analytics

Use Cases

• Proposals: Let prospects ask about pricing, terms, or timelines
• Contracts: Help signers understand clauses and conditions
• Technical docs: Provide instant support without human intervention
• Sales decks: Answer objections before they become blockers

Spaces let you organize multiple documents into branded content hubs:

Creating a Space

1. Navigate to Spaces in your dashboard
2. Click "Create Space" and enter a name
3. Add documents by uploading or selecting from your library
4. Customize branding with your logo and colors
5. Share the single Space link with recipients

Space Features

• Custom branding and welcome messages
• Document organization with sections
• Unified analytics across all documents
• Single link for multiple files
• Access control at the Space level

Best Practices

• Use Spaces for client onboarding packets
• Create deal rooms for sales cycles
• Build resource libraries for partners
• Organize project documentation

Collect legally binding signatures within DocVanta:

Setting Up Signatures

1. Upload your document (contracts, agreements, NDAs)
2. Add signers with names and email addresses
3. Place signature, date, and initial fields on the document
4. Customize the signing order if needed
5. Send for signature

Signer Experience

• Signers receive an email invitation
• No account required to sign
• Click-to-sign or draw signatures
• Mobile-friendly signing experience

After Signing

• All parties receive signed copies
• Certificate of completion with audit trail
• Tamper-proof document storage
• Verify signatures anytime with certificate ID

We're here to help you succeed with DocVanta:

Help Center Visit our Help Center for step-by-step guides, FAQs, and troubleshooting tips.

Email Support Contact us at support@docvanta.com for personalized assistance. We typically respond within 24 hours.

Enterprise Support Business and Enterprise plans include priority support with dedicated account managers.

Feature Requests Have an idea to improve DocVanta? We love hearing from our users. Share your suggestions at feedback@docvanta.com.